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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
401
Bleakley Financial Group
New Jersey
$558K – – –
SCM
402
Seascape Capital Management
New Hampshire
$555K +$12.6K +99 +2%
DCM
403
DGS Capital Management
New Jersey
$549K -$12.5K -98 -2%
AIM
404
Anchor Investment Management
South Carolina
$545K – – –
CWM
405
Calamos Wealth Management
Illinois
$543K +$184K +1,450 +54%
TBWA
406
Three Bridge Wealth Advisors
California
$539K +$254 +2 +0%
BFWM
407
Bright Futures Wealth Management
New York
$538K +$254 +2 +0.1%
MWA
408
Meridian Wealth Advisors
Texas
$538K – – –
GWM
409
Geneos Wealth Management
Colorado
$533K -$25.7K -202 -5%
RIS
410
Retirement Income Solutions
Michigan
$528K – – –
AG
411
AlTi Global
New York
$524K – – –
AUB
412
Atlantic Union Bankshares
Virginia
$505K – – –
MCM
413
Monument Capital Management
Virginia
$504K -$64.6K -508 -12%
PP
414
Patten & Patten
Tennessee
$503K -$44.5K -350 -8%
FCG
415
Fielder Capital Group
Tennessee
$494K – – –
DJSG
416
D.J. St. Germain
Massachusetts
$486K -$5.09K -40 -1%
KWA
417
Kingswood Wealth Advisors
California
$483K -$24.3K -191 -5%
WSFS
418
Wilmington Savings Fund Society
Delaware
$482K +$147K +1,155 +46%
FCCM
419
First City Capital Management
Georgia
$454K – – –
VFA
420
Valeo Financial Advisors
Indiana
$451K -$12.1K -95 -3%
PWA
421
Peterson Wealth Advisors
Utah
$447K +$890 +7 +0.2%
EWA
422
Exencial Wealth Advisors
Oklahoma
$445K – – –
NG
423
Norden Group
Utah
$443K +$427K +3,360 New
AA
424
Ancora Advisors
Ohio
$442K -$32.7K -257 -7%
AWA
425
Adapt Wealth Advisors
Georgia
$439K -$890 -7 -0.2%
15 16
17
18 19